Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence David Jacobs

Avatar Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence David Jacobs

Lawrence Jacobs is a financial advisor with Avatar Securities, LLC. Lawrence has been in the financial industry for over 20 years. Lawrence is a Series 7, 24, 55, 63, and 65 licensed representative and a Series 3 commodity futures licensed representative. Lawrence is also registered as a Registered Principal. Lawrence has previously worked at CUTTONE & CO., LLC, RANGE GLOBAL LLC, and FIRST NEW YORK SECURITIES L.L.C..

Firm Information

Lawrence Jacobs is currently registered with Avatar Securities, LLC. Avatar Securities, LLC is a Limited Liability Company formed on May 14, 2008. The firm has one approved SEC registration and is currently approved.

Not reported

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Jacobs’s Registration & Firm History

NY

01/11/2021 - Present

Avatar Securities, LLC (NEW YORK NY)

NY

02/20/2017 - 10/22/2018

CUTTONE & CO., LLC (NEW YORK NY)

NY

04/09/2013 - 12/31/2015

RANGE GLOBAL LLC (NEW YORK NY)

NY

02/24/2011 - 07/10/2012

AVATAR SECURITIES, LLC (NEW YORK NY)

NY

04/30/1998 - 02/03/2011

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

NY

10/01/1996 - 04/17/1998

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

Not sure if Lawrence David Jacobs is right for you?

Licenses & Designations

IA

Issued 10/25/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/11/2021

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/11/1996

Series 3 - National Commodity Futures Examination

BC

Issued 09/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

Disclosures

There are no public disclosures for Lawrence David Jacobs.
Not sure if Lawrence David Jacobs is right for you?